Highline Private Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332393
- Website
- www.highlinepw.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.41%
- Individuals46.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Highline Private Wealth, LLC is a Florida-registered independent RIA organized as an LLC and owned by an individual. The firm focuses on individual and family clients and charges fees based on a percentage of assets under management. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers — the latter consistent with its designation as a capital allocator. Highline does not describe itself as an active ESG investor and appears to operate within a single state registration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities34%
- Cash & Cash Equivalents23%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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